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American Assets Trust, Inc.(AAT)与LAMAR ADVERTISING CO(LAMR)财务数据对比。点击上方公司名可切换其他公司
LAMAR ADVERTISING CO的季度营收约是American Assets Trust, Inc.的61.8倍($595.9M vs $9.6M)。LAMAR ADVERTISING CO同比增速更快(2.8% vs -5.5%)。LAMAR ADVERTISING CO自由现金流更多($208.3M vs $23.0M)。过去两年LAMAR ADVERTISING CO的营收复合增速更高(9.4% vs -5.2%)
该公司是一家大型英国投资信托,在伦敦证券交易所上市,同时是富时250指数的成分股,现任董事长为获颁CBE勋章的伊恩·弗格森。
拉马尔广告是一家知名户外广告服务商,1902年由查尔斯·W·拉马尔与J.M.科伊创立,总部位于美国路易斯安那州巴吞鲁日。公司业务覆盖美国与加拿大,在两地设有超200个运营网点,旗下在美国境内拥有超过36.3万个广告展示位,涵盖广告牌、标识标牌、公共交通展示载体等品类,2014年转型为房地产投资信托。
AAT vs LAMR — 直观对比
营收规模更大
LAMR
是对方的61.8倍
$9.6M
营收增速更快
LAMR
高出8.3%
-5.5%
自由现金流更多
LAMR
多$185.3M
$23.0M
两年增速更快
LAMR
近两年复合增速
-5.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $9.6M | $595.9M |
| 净利润 | — | $152.3M |
| 毛利率 | — | 67.7% |
| 营业利润率 | — | 32.9% |
| 净利率 | — | 25.6% |
| 营收同比 | -5.5% | 2.8% |
| 净利润同比 | — | 12801.3% |
| 每股收益(稀释后) | $0.06 | $1.50 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
AAT
LAMR
| Q4 25 | $9.6M | $595.9M | ||
| Q3 25 | $10.1M | $585.5M | ||
| Q2 25 | $10.2M | $579.3M | ||
| Q1 25 | $9.9M | $505.4M | ||
| Q4 24 | $10.2M | $579.6M | ||
| Q3 24 | $11.4M | $564.1M | ||
| Q2 24 | $10.6M | $565.3M | ||
| Q1 24 | $10.7M | $498.1M |
净利润
AAT
LAMR
| Q4 25 | — | $152.3M | ||
| Q3 25 | $4.5M | $141.8M | ||
| Q2 25 | $5.5M | $154.4M | ||
| Q1 25 | $42.5M | $138.8M | ||
| Q4 24 | — | $-1.2M | ||
| Q3 24 | $16.7M | $147.5M | ||
| Q2 24 | $11.9M | $137.4M | ||
| Q1 24 | $19.3M | $78.2M |
毛利率
AAT
LAMR
| Q4 25 | — | 67.7% | ||
| Q3 25 | — | 67.9% | ||
| Q2 25 | — | 67.8% | ||
| Q1 25 | — | 64.4% | ||
| Q4 24 | — | 67.8% | ||
| Q3 24 | — | 67.6% | ||
| Q2 24 | — | 67.6% | ||
| Q1 24 | — | 64.7% |
营业利润率
AAT
LAMR
| Q4 25 | — | 32.9% | ||
| Q3 25 | — | 32.3% | ||
| Q2 25 | — | 34.1% | ||
| Q1 25 | — | 37.8% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 33.1% | ||
| Q2 24 | — | 32.6% | ||
| Q1 24 | — | 25.0% |
净利率
AAT
LAMR
| Q4 25 | — | 25.6% | ||
| Q3 25 | 44.6% | 24.2% | ||
| Q2 25 | 53.2% | 26.6% | ||
| Q1 25 | 429.3% | 27.5% | ||
| Q4 24 | — | -0.2% | ||
| Q3 24 | 145.5% | 26.1% | ||
| Q2 24 | 111.9% | 24.3% | ||
| Q1 24 | 179.4% | 15.7% |
每股收益(稀释后)
AAT
LAMR
| Q4 25 | $0.06 | $1.50 | ||
| Q3 25 | $0.07 | $1.40 | ||
| Q2 25 | $0.09 | $1.52 | ||
| Q1 25 | $0.70 | $1.35 | ||
| Q4 24 | $0.14 | $-0.02 | ||
| Q3 24 | $0.28 | $1.44 | ||
| Q2 24 | $0.20 | $1.34 | ||
| Q1 24 | $0.32 | $0.76 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $129.4M | $64.8M |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $1.2B | $1.0B |
| 总资产 | $2.9B | $6.9B |
| 负债/权益比越低杠杆越低 | 1.48× | — |
8季度趋势,按日历期对齐
现金及短期投资
AAT
LAMR
| Q4 25 | $129.4M | $64.8M | ||
| Q3 25 | $138.7M | $22.0M | ||
| Q2 25 | $143.7M | $55.7M | ||
| Q1 25 | $143.9M | $36.1M | ||
| Q4 24 | $425.7M | $49.5M | ||
| Q3 24 | $533.0M | $29.5M | ||
| Q2 24 | $114.9M | $77.9M | ||
| Q1 24 | $98.6M | $36.4M |
总债务
AAT
LAMR
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
AAT
LAMR
| Q4 25 | $1.2B | $1.0B | ||
| Q3 25 | $1.2B | $1.0B | ||
| Q2 25 | $1.2B | $906.9M | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $1.2B | $1.2B |
总资产
AAT
LAMR
| Q4 25 | $2.9B | $6.9B | ||
| Q3 25 | $2.9B | $6.8B | ||
| Q2 25 | $3.0B | $6.7B | ||
| Q1 25 | $3.0B | $6.5B | ||
| Q4 24 | $3.3B | $6.6B | ||
| Q3 24 | $3.4B | $6.5B | ||
| Q2 24 | $3.0B | $6.6B | ||
| Q1 24 | $3.0B | $6.5B |
负债/权益比
AAT
LAMR
| Q4 25 | 1.48× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.72× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $40.6M | $271.2M |
| 自由现金流经营现金流 - 资本支出 | $23.0M | $208.3M |
| 自由现金流率自由现金流/营收 | 238.4% | 35.0% |
| 资本支出强度资本支出/营收 | 182.1% | 10.5% |
| 现金转化率经营现金流/净利润 | — | 1.78× |
| 过去12个月自由现金流最近4个季度 | $94.9M | $683.2M |
8季度趋势,按日历期对齐
经营现金流
AAT
LAMR
| Q4 25 | $40.6M | $271.2M | ||
| Q3 25 | $40.5M | $235.7M | ||
| Q2 25 | $49.2M | $229.5M | ||
| Q1 25 | $36.9M | $127.7M | ||
| Q4 24 | $40.6M | $279.3M | ||
| Q3 24 | $52.4M | $227.4M | ||
| Q2 24 | $59.3M | $256.3M | ||
| Q1 24 | $54.8M | $110.6M |
自由现金流
AAT
LAMR
| Q4 25 | $23.0M | $208.3M | ||
| Q3 25 | $23.1M | $185.8M | ||
| Q2 25 | $28.4M | $191.3M | ||
| Q1 25 | $20.4M | $97.9M | ||
| Q4 24 | $21.5M | $236.3M | ||
| Q3 24 | $28.0M | $197.3M | ||
| Q2 24 | $43.6M | $233.7M | ||
| Q1 24 | $43.8M | $81.1M |
自由现金流率
AAT
LAMR
| Q4 25 | 238.4% | 35.0% | ||
| Q3 25 | 228.3% | 31.7% | ||
| Q2 25 | 276.7% | 33.0% | ||
| Q1 25 | 206.1% | 19.4% | ||
| Q4 24 | 210.4% | 40.8% | ||
| Q3 24 | 244.4% | 35.0% | ||
| Q2 24 | 409.9% | 41.3% | ||
| Q1 24 | 408.5% | 16.3% |
资本支出强度
AAT
LAMR
| Q4 25 | 182.1% | 10.5% | ||
| Q3 25 | 172.4% | 8.5% | ||
| Q2 25 | 203.1% | 6.6% | ||
| Q1 25 | 166.0% | 5.9% | ||
| Q4 24 | 187.6% | 7.4% | ||
| Q3 24 | 213.5% | 5.3% | ||
| Q2 24 | 147.4% | 4.0% | ||
| Q1 24 | 101.9% | 5.9% |
现金转化率
AAT
LAMR
| Q4 25 | — | 1.78× | ||
| Q3 25 | 8.98× | 1.66× | ||
| Q2 25 | 9.01× | 1.49× | ||
| Q1 25 | 0.87× | 0.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.15× | 1.54× | ||
| Q2 24 | 4.98× | 1.87× | ||
| Q1 24 | 2.84× | 1.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AAT
暂无分部数据
LAMR
| Reportable Segment Aggregation Before Other Operating Segment | $531.9M | 89% |
| Transit Advertising | $42.0M | 7% |
| Logo Advertising | $22.1M | 4% |